WisdomTree India Earnings Fund ETF

EPI

Market cap $2.9B

WisdomTree India Earnings Fund receives a strong buy rating for its diversified exposure and superior risk-adjusted returns versus iShares India 50 ETF. India's robust GDP growth, young demographics, and ongoing structural reforms support a compelling long-term investment case for the country. EPI offers broader sector diversification and focuses on profitable companies, while INDY is heavily concentrated in financials and top holdings.

A smart beta exchange traded fund, the WisdomTree India Earnings ETF (EPI) debuted on 02/22/2008, and offers broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

EPI, which weighs its Indian portfolio based on earnings power, has underperformed other EMs and global markets by a significant margin since we last covered it in November 2024. We have a problem with EPI's flawed methodology, high expense ratio, and inconsistent dividends, but if one may overlook these issues, there are now good enough reasons to turn positive. India's economic growth is accelerating, inflation is at a 6-year low, and the prospect of further rate cuts is picking up, creating a favorable backdrop for Indian equities.

The WisdomTree India Earnings ETF (EPI) made its debut on 02/22/2008, and is a smart beta exchange traded fund that provides broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.

Some view International stocks are experiencing a resurgence this year. And developing world equities aren't just participating in the trend.

At the recent Midyear Market Outlook Symposium, TMX VettaFi Investment Strategist Cinthia Murphy led a timely discussion on the shifting global investment landscape. With uncertainty building in U.S. markets and international equities outperforming in 2025, investors are increasingly asking whether this trend has staying power.

India stocks and ETFs experienced sharp declines as geopolitical tensions with Pakistan intensified.

Indian stocks have begun to recover after a challenging start to the year. A closer look at the setup indicates this rally has legs. Look no further than high-flying EPI to ride India's bounce-back.

For many advisors and investors, accessing emerging markets via broad-based funds, including ETFs, is the preferred operating method. That strategy limits exposure to region-specific issues and political volatility, among other traits.